Published Papers


AFA, FMA, SFA, University of Kansas, Syracuse University, Office for Financial Research, UNC Tax Symposium, Chicago Quantitative Alliance Spring Conference, Dayton Summer Finance Workshop, UT Smokey Mountain Finance Conference, Gabelli Funds Conference on Section 852(b)(6) 

Lehigh Business Podcast, Lehigh University Business Thought Leadership

'Black Holes for Capital Gains': New Tax Trick Takes Off in ETFs, Bloomberg

How to escape taxes on your stocks, Economist

The Role of Taxes in the Rise of ETFs, Harvard Law School Forum on Corporate Governance

US ETF investors mainly motivated by tax loophole, study shows, Financial Times

Tax Advantages Are Driving Investors from Mutual Funds to ETFs, ETF Trends

Rich Americans Fleeing Tax Hikes May Turbocharge Shift to ETFs, Bloomberg

5 Most Loved Funds of the Booming ETF Industry, Yahoo Finance

US investors have saved $250bn by investing in ETFs, says BofA, Financial Times


FMA, SFA, SUNY Binghamton, China Accounting and Finance Review (CAFR) 2021 Virtual Annual Conference Fourth Conference on CSR, the Economy and Financial Markets; JCF SI Conference 2023


FSU-UF-UCF Critical Issues in Real Estate Symposium (Cancelled due to COVID), ARES 2022 Annual Meeting Manuscript Prize Winner, European Real Estate Society (ERES) Annual Conference, European Financial Management Association (EFMA) Annual Conference, FMA European Conference


AFA, Georgia State University, University of Kansas, Lehigh University, Peking HSBC business school, Northeastern University


CBE Annual Faculty Research Retreat (Lehigh University)


Working Papers


AAA, FARS Midyear Meeting, Korean American Accounting Professors Association Meeting


FMA, Fudan International School of Finance, Hong Kong Polytechnic University, Lehigh University, Renmin University of China, University of Queensland, and University of Sydney 


AFA, MFA, FMA, CICF, Philly Five Research Conference, IMS Magnolia Finance Conference, University of Iowa, University of Miami, Singapore Management University, Hong Kong Polytechnic University, Fudan University, Nanjing University, Iowa State University, Nanyang Technology University, University of Stockholm, Lund University, University of Gothenburg, McGill University, Tongji University, Shanghai Jiaotong University, Aalto University



Eastern Finance Association Annual Conference